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Name Holding Trade Value Shares
Change
Change in
Stake
DPW
601
DiNuzzo Private Wealth
Pennsylvania
$1.69K – – –
PWA
602
Principia Wealth Advisory
Texas
$1.69K +$1.54K +19 +1,900%
RWM
603
Raffa Wealth Management
District of Columbia
$1.61K -$1.21K -15 -44%
WAS
604
Winch Advisory Services
Wisconsin
$1.52K – – –
MAM
605
Meeder Asset Management
Ohio
$1.44K -$6.39K -79 -82%
BDPWM
606
Barnes Dennig Private Wealth Management
Ohio
$1.35K +$1.29K +16 New
RWS
607
Retirement Wealth Solutions
Wisconsin
$1.27K – – –
AA
608
Addison Advisors
Vermont
$1.1K -$566 -7 -35%
CFM
609
Cornerstone Financial Management
Massachusetts
$1.1K – – –
NEWAS
610
N.E.W. Advisory Services
Wisconsin
$1.1K – – –
RWM
611
Rialto Wealth Management
New York
$1.1K +$485 +6 +86%
SC
612
SouthState Corp
Florida
$1.1K +$1.05K +13 New
NB
613
NBT Bank
New York
$1.01K – – –
BIM
614
Breakwater Investment Management
Washington
$1.01K +$970 +12 New
CCMI
615
Creative Capital Management Investments
California
$1.01K +$970 +12 New
CAL
616
Capital Advisors Ltd
Ohio
$1K +$81 +1 +6%
AW
617
Avion Wealth
Texas
$1K +$1.05K +13 +217%
LI
618
LRI Investments
Florida
$930 +$889 +11 New
FNWA
619
Financial Network Wealth Advisors
Utah
$846 – – –
HFS
620
Hughes Financial Services
Virginia
$846 +$647 +8 +400%
PS
621
Planning Strategies
Pennsylvania
$846 +$809 +10 New
National Bank of Canada
622
National Bank of Canada
Quebec, Canada
$844 -$5.74K -71 -88%
ACA
623
American Capital Advisory
Idaho
$762 +$404 +5 +125%
CFD
624
Creative Financial Designs
Indiana
$761 -$404 -5 -36%
BLC
625
Brown, Lisle/Cummings
Rhode Island
$592 – – –